Laird Norton Wetherby Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.9M | Hold |
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|
2023
Q2 | $1.98M | Hold |
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|
2023
Q1 | $1.85M | Sell |
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|
2022
Q4 | $2.93M | Buy |
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|
2022
Q3 | $1.6M | Hold |
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|
2022
Q2 | $1.7M | Hold |
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|
2022
Q1 | $2.04M | Hold |
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|
2021
Q4 | $2.24M | Buy |
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|
2021
Q3 | $1.97M | Hold |
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|
2021
Q2 | $1.96M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.69M | Buy |
|